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Associate Stock & Non-Stock Items

  • 12 August 2022
  • 6 replies
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K2a
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  • K2a
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hello,

Curious if anyone has had a unruly customer that demands an invoice be delivered in a certain manner?!

We have a scenario where we have a stock item (ST100) that needs custom design.  for that we use a non-stock item (CD101) as a separate line on the SO because we do not print in-house and have to push this line to a PO. 

When we send the invoice to the customer, they want 1 line that aggregates the pricing for both of these.   our challenge is that it’s not always clean as a 2 line SO. 

Sometimes we have multiple Stock items (ST100, ST200, ST300) and 1 non-stock print item (CD101) where the 3 stock items are being printed with the same design.  

OR we could have the opposite where 1 stock item will be divided among multiple print options (CD101, CD102). 


Is there a simple way to associate a stock item on a SO with the Non-Stock items below it?!  For easy aggregation in the invoice?!


Cheers,

k2

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Best answer by Laura02 15 August 2022, 14:21

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Laura02
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Hello @K2A,

No, I have never met an unruly customer. 😉

Two ideas come to mind.

First, will use of non-stock Kits in Inventory can help present the items to your customer on one invoice line?

Second, add the same attribute to both the stock item and the non-stock item that is related. Group and aggregate the invoice line items by the attribute field.

Best regards,

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
K2a
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@laura01 thank you for this, we did think about the Kit, but then we lose the ability to get back to reporting on profit by the item.

The Attribute is a good idea, thanks!

K2

Kandy Beatty
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HI @K2a 

Have you tried using the Related Items? If you are using a Commerce Integration, you would be able to use that feature. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K2a
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@kbeatty21 not too familiar with that, how would it work?!

Kandy Beatty
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Do you have the Big Commerce integration? It comes with that module.

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K2a
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we are using Shopify.  The need is more based on our B2B customers that have custom printed services added to the stock items.  we don’t print in-house.  This does not impact our Web customers.

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